Filed October 1, 2020 (most recent of 6 filings on file)
Total covered: 4,934 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Float revenue; Custodial (other than ... | $2,789 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,834 | $143,889+39.6% | $189,513+6.0% | $106,520+88.5% |
| Participation rate | 97.3% | 89.1%+8.2pp | 87.8%+9.5pp | 71.3%+26.0pp |
| Annual return | 18.33% | 17.38%+1.0pp | 555.15%-536.8pp | 19.28%-1.0pp |
| Employer contribution / active EE | $1,154 | $4,416-73.9% | $6,162-81.3% | $2,840-59.4% |
| Participant deferral / active EE | $7,177 | $7,575-5.3% | $8,221-12.7% | $4,948+45.0% |
| Admin fee / account holder | $0 | $98-100.0% | $12,045-100.0% | $75-100.0% |